The best CRM for onboarding customers

Delight your trial users by giving them a dedicated microsite that helps them generate value from your product faster.

Trusted and loved by companies of all sizes from around the world

Help your trial users sell your product to their boss

Your trial users are your champions. They already love your product. But before they can buy, they have to convince their team, their manager and sometimes even the CFO. Make it easy for them to sell your product to the rest of their organization. Unify everything they need on a single page and work with them to close the deal faster.

CRM is in private beta

To join the waitlist, please tell us your email address and we'll be in touch soon. We won't spam you, that's a promise.

How does it work?

A personalized onboarding microsite for each of your trial users

FactBranch creates an onboarding page when a user signs up for your product. You can also create a site manually when a user reaches out before signing up.

FactBranch assigns onboarding tasks based on the trial user’s goals

Different users need to achieve different goals to get value from your product. Have FactBranch select the right tasks based on the pages the user has visited previously or the location they signed up from. Or let them pick their goal manually.

Add tasks, notes and documents yourself

Unify all materials for your prospects on a single page: Link to relevant articles in your documentation, upload a PDF with customized pricing or add a summary of your most recent call. Ready for your potential customer to reference anytime and forward to their colleagues.

Move deals forward

FactBranch CRM alerts you when onboarding doesn't go as planned and trial users miss milestones. Reach out to get them back on track. Welcome to your new sales superpowers!

Seamless handoff from sales to customer success

Use one of our apps to display the customer information where you need it outside of FactBranch. Whether it's during sales and onboarding or later for the customer success team. The information in FactBranch CRM is always available to you.

CRM is in private beta

To join the waitlist, please tell us your email address and we'll be in touch soon. We won't spam you, that's a promise.